Crain's Cleveland Business

MAI Capital forms managing partners group after Evoke Advisors deal

Those include Wealth Partners Capital Group of Florida, which acquired a 40% stake in MAI in 2017, and private equity-backed ...

Harbor Capital Sells Almost $20 Million of RadNet (RDNT) Shares

Key Points Harbor Capital sold over 300,000 RadNet shares, worth around $19.74 million. The trade was worth about 1.53% of Harbor Capital's 13F AUM. The firm now holds around 125,000 RadNet shares, ...
InvestmentNews

RIA Moves: HB Wealth plants stake in Charlotte with $15B JPMorgan team

Elsewhere, &Partners adds another Wells Fargo team in Texas, while MAI finalizes its acquisition of Evoke Advisors in LA.

Harbor Capital Dumps 75% of its StoneX (SNEX) Holdings

Key Points Harbor Capital sold around $25.85 million of its StoneX Group shares in Q3 2025. The sale of 270,715 SNEX shares represented around 2% of Harbor Capital's AUM. At the end of Q3, Harbor ...

MAI Capital Management Announces Expanded Office of Managing Partners Appointments Following Strategic Acquisition of Evoke Advisors

Wall Street says tokenization will change global markets. Gold is next.

Lincoln International completes MarshBerry acquisition to expand insurance and wealth management advisory services

Lincoln International has completed its acquisition of MarshBerry, an investment banking and consulting firm serving insurance brokerage and wealth management sectors. The transaction expands Lincoln ...